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  • Data detail

    image-20240328-090248.png

    Columns that are shown by default

ID

Numeric

N/A

  • The ID of the customer.

  • Shown when Report by = "Customer".

Customer

Text

N/A

  • Name of the customer.

  • Shown when Report by = "Customer".

Customer Group

Text

N/A

  • The group of the customer.

Customers

Text

N/A

  • The number of customer in this customer group purchased during the selected report period.

  • Shown when Report by = "Customer Group".

Number of Orders

Integer

N/A

  • The number of orders this customer/customer group purchased during the selected report period.

Grand Total

Currency (xx.xx)

N/A

  • The total Grand Total of all orders this customer/customer group purchased during the selected report period.

  • Grand Total = Subtotal + Tax - Discount + Shipping.

  • The currency will follow the Base Currency of the magento site.

Average Order Value

Currency (xx.xx)

N/A

  • The average order value this customer/customer group purchased the during the selected report period.

  • Value = Revenue (excl. Tax) / Number of Orders

  • The currency will follow the Base Currency of the magento site.

Invoiced

Currency (xx.xx)

N/A

  • The total Invoiced amount of all orders of this customer/customer group the during the selected report period.

  • The currency will follow the Base Currency of the magento site.

Refunded

Currency (xx.xx)

N/A

  • The total Refunded amount of all orders this customer/customer group purchased during the selected report period.

  • The currency will follow the Base Currency of the magento site.

Revenue (excl. Tax)

Currency (xx.xx)

N/A

  • The total revenue excluding the tax of all orders of this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • Revenue (incl. Tax) = Total Paid - Total Refunded - Tax - Shipping.

Average Order Value

Currency (xx.xx)

N/A

  • The Average Order Value of all orders of this customer/customer group during the selected report period.

  • Average Order Value = Revenue (excl. Tax) / Number of Orders.

  • The currency will follow the Base Currency of the magento site.

Customer Lifetime Value

Currency (xx.xx)

N/A

  • The grand total value of all orders this customer/customer group has purchased in the store.

  • The currency will follow the Base Currency of the magento site.

  • Only show when

Report by = Customer.

Columns that are hidden by default

Subtotal

Currency (xx.xx)

N/A

  • The total subtotal of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

% Subtotal

Percentage

N/A

  • Value = Subtotal purchased by this customer/customer group / Total Subtotal of all customers/customer groups * 100%.

  • This column is hidden by default.

Tax

Currency (xx.xx)

N/A

  • The total tax of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

Shipping (excl. Tax)

Currency (xx.xx)

N/A

  • The total Shipping fee of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

Discount

Currency (xx.xx)

N/A

  • The total Discounts of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

% Grand Total

Percentage

N/A

  • Value = Grand total of this customer/customer group / Total Grand Total of all customers/customer groups * 100%.

  • This column is hidden by default.

Qty Invoiced

Numeric (up to 4 decimal points)

N/A

  • The qty of items that has been invoiced of all orders of this customer/customer group during the selected report period.

  • Note: For bundle item, calculate by its child products.

  • This column is hidden by default.

Qty Refunded

Numeric (up to 4 decimal points)

N/A

  • The qty of items that has been refunded of all orders of this customer/customer group during the selected report period.

  • Note: For bundle item, calculate by its child products.

  • This column is hidden by default.

Revenue (incl. Tax

)Currency (xx.xx

)

N/A

  • The total revenue including the tax of all orders of this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • Revenue (incl. Tax) = Total Paid - Total Refunded - Shipping.

  • This column is hidden by default.

% Total Revenue

Percentage

N/A

  • Value = Revenue (excl. Tax) of this customer/customer group / Total Revenue (excl. Tax) of all customers/customer groups * 100%.

  • This column is hidden by default.

Average Order Value

Currency (xx.xx)

N/A

  • The Average Order Value of all orders of this customer/customer group during the selected report period.

  • Average Order Value = Revenue (excl. Tax) / Number of Orders.

  • The currency will follow the Base Currency of the magento site.

COGS

Currency (xx.xx)

N/A

  • The total cost recorded in the invoice of all orders of this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • COGS = Total Cost recorded when invoiced - (Total Cost recorded when invoiced / Unit Invoiced * Qty Refunded). Note: The calculation is for each product in each order.

  • This column is hidden by default.

Profit

Currency (xx.xx)

N/A

  • The Profit of all orders of this customer/customer group during the selected report period.

  • Profit = Revenue (excl. Tax) - COGS.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

% Total Profit

Percentage

N/A

  • Value = Profit of this customer/customer group / Profit of all customers/customer groups * 100%.

  • This column is hidden by default.

Margin (%)

Percentage

N/A

  • The Margin of all orders of this customer/customer group during the selected report period.

  • Margin (%) = Profit / Revenue (excl. Tax) * 100%.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

Customer Lifetime Value

Currency (xx.xx)

N/A

  • The grand total value of all orders this customer/customer group has purchased in the store.

  • The currency will follow the Base Currency of the magento site.

  • Only show when

Report by = Customer.

II/ Filter Report Data

In this report,

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